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Fund Evaluation Group’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Fund Evaluation Group’s Portfolio VGSR Stock Details VGSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Hold
14,204
– – ﹤0.01% 71
2025
Q4 		$148K Buy
14,204
+650
+5% +$6.82K ﹤0.01% 62
2025
Q3 		$144K Buy
+13,554
New +$143K 0.01% 75

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Fund Evaluation Group's VGSR Position: Q1 2026 in Review

Fund Evaluation Group held its Vert Global Sustainable Real Estate ETF (VGSR) position steady in Q1 2026 at 14,204 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #71.

Fund Evaluation Group first reported a position in VGSR in Q3 2025 and has held it in 3 quarters since. The position peaked at $148K in Q4 2025. 89 funds tracked by Wall St. Rank hold VGSR as of Q1 2026.

  • Fund Evaluation Group held 14,204 shares of Vert Global Sustainable Real Estate ETF worth $147K as of Q1 2026.
  • Fund Evaluation Group left its Vert Global Sustainable Real Estate ETF share count unchanged in Q1 2026.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Fund Evaluation Group's portfolio in Q1 2026, its #71 holding.
  • Fund Evaluation Group first reported a position in Vert Global Sustainable Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • Fund Evaluation Group's Vert Global Sustainable Real Estate ETF position peaked at $148K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q1 2026.

Based on Fund Evaluation Group's 13F filing for Q1 2026, filed 8 May 2026.